Cafaro Greenleaf Launches Fiduciary Fit
RED BANK, NJ, June 26, 2017 -- Cafaro Greenleaf is excited to announce the launch of its new reporting system, Fiduciary Fit. The system will allow fiduciaries to have access to the complete documented process of their investment selection and monitoring, and provides clients with fiduciary protection. Documentation of the process includes an explanation of the patented rating methodology used to evaluate candidates, a record of key input parameters, and rating results.
Fiduciary Fit is specific to each fiduciary by incorporating both what is important to them, as well as their unique demographics into the analytics. The system engages fiduciaries and advisors throughout the process, and allows them to see their plan investments and understand why each fund is becoming more or less aligned with their needs.
Clients will have the opportunity to be completely involved in their investment process, thus allowing them to track the progress of their investments, as well as educate them throughout the course. The unique system provides clients with complete visibility of their funds, as well as any investment risks throughout the process. In addition, clients will receive quarterly reports that rate not only all of their investments, but their entire plan.
Jamie Greenleaf, Cafaro Greenleaf's lead advisor and principal adds, "When an individual goes to a financial planner they ask lots of questions to understand our needs. This enables them to design the most appropriate investment recommendations specific to them as an individual. The next generation of selection and monitoring investments for retirement plans should also strive to provide the same level of diligence for Plans. We are excited to present our clients with Fiduciary Fit to engage them throughout their investment process!"
About Cafaro Greenleaf
Cafaro Greenleaf, founded in 1981 and long considered a pioneer in the Retirement Plan Consulting Industry, is a boutique firm comprised of professional retirement plan advisors and consultants to corporate, public, and institutional clients. Serving organizations along the East Coast and nationally, Cafaro Greenleaf provides extensive consulting services in the areas of retirement plan design, co-fiduciary services, investment advising, employee financial education and executive benefits. Cafaro Greenleaf is a growing advisor partnership with offices in NJ, MD, SC, FL, IN and TX.
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